Geo Wealth Management, LLC Vanguard Bd Index Fd Inc Long Transaction History
Geo Wealth Management, LLC
- $2.73 Billion
- Q3 2024
A detailed history of Geo Wealth Management, LLC transactions in Vanguard Bd Index Fd Inc Long stock. As of the latest transaction made, Geo Wealth Management, LLC holds 8,820 shares of BLV stock, worth $609,285. This represents 0.02% of its overall portfolio holdings.
Number of Shares
8,820
Previous 7,828
12.67%
Holding current value
$609,285
Previous $550,000
20.36%
% of portfolio
0.02%
Previous 0.03%
Shares
17 transactions
Others Institutions Holding BLV
# of Institutions
383Shares Held
41.9MCall Options Held
27.4KPut Options Held
86.4K-
Envestnet Asset Management Inc9.2MShares$636 Million0.23% of portfolio
-
Wells Fargo & Company San Francisco, CA3.36MShares$232 Million0.06% of portfolio
-
Lpl Financial LLC Fort Mill, SC2.53MShares$175 Million0.09% of portfolio
-
Envestnet Portfolio Solutions, Inc. Berwyn, PA2.31MShares$160 Million0.62% of portfolio
-
Lincoln National Corp2.13MShares$147 Million5.15% of portfolio